# KB Private Wealth Management Group

> KB Private Wealth Management Group is a state-registered investment advisory firm in Sherman Oaks, CA, registered since 2020, reporting under $25 million in regulatory assets under management in its Form ADV filing dated June 26, 2026.

- CRD: 309208
- Filed as: KB PRIVATE WEALTH MANAGEMENT GROUP
- Legal name: KB Private Wealth Management Group LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Sherman Oaks, CA
- Filing period: October 2026
- Form ADV filing dated: June 26, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/309208
- AdvisorCensus page: https://advisorcensus.com/firm/kb-private-wealth-management-group-sherman-oaks-ca-309208

## Quick answers

**How is KB Private Wealth Management Group compensated?**
On its Form ADV (Item 5.E, October 2026), KB Private Wealth Management Group reports these compensation arrangements: a percentage of assets under its management.

**Where is KB Private Wealth Management Group located?**
KB Private Wealth Management Group's principal office is in Sherman Oaks, CA, according to its Form ADV.

**Is KB Private Wealth Management Group registered with the SEC or a state?**
KB Private Wealth Management Group is a state-registered investment advisory firm, registered since 2020. Status as filed: APPROVED. CRD 309208.

**How much does KB Private Wealth Management Group manage?**
KB Private Wealth Management Group reports $8,517,723 in regulatory assets under management in its Form ADV filing dated June 26, 2026 (100% discretionary).

**What types of clients does KB Private Wealth Management Group serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (12).

**Does KB Private Wealth Management Group report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/309208

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $8,517,723
- Discretionary: $8,517,723
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 12 | $8,517,723 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2020 (6 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- kbwealthmanagementgroup.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. KB Private Wealth Management Group (CRD 309208): Form ADV filing data as of October 2026.